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McKinley Capital Management’s Innospec IOSP Stock Holding History

McKinley Capital Management’s Portfolio IOSP Stock Details IOSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,010
Closed -$244K – 530
2016
Q3 		$244K Buy
+4,010
New +$223K 0.01% 344
2014
Q2 		– Sell
-4,190
Closed -$190K – 366
2014
Q1 		$190K Sell
4,190
-420
-9% -$18.5K 0.01% 330
2013
Q4 		$213K Sell
4,610
-3,690
-44% -$169K 0.01% 344
2013
Q3 		$387K Hold
8,300
– – 0.02% 308
2013
Q2 		$333K Buy
+8,300
New +$346K 0.02% 286

Other funds holding IOSP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

McKinley Capital Management's IOSP Position: Q4 2016 in Review

McKinley Capital Management sold out of Innospec (IOSP) in Q4 2016, closing a stake of 4,010 shares — an estimated $244K sold.

McKinley Capital Management first reported a position in IOSP in Q2 2013 and held it in 5 quarters. The position peaked at $387K in Q3 2013. 200 funds tracked by Wall St. Rank hold IOSP as of Q4 2016.

  • McKinley Capital Management reported no remaining Innospec position as of Q4 2016 after selling out during the quarter.
  • McKinley Capital Management sold 4,010 Innospec shares in Q4 2016, an estimated $244K.
  • McKinley Capital Management first reported a position in Innospec in Q2 2013 and held it in 5 quarters.
  • McKinley Capital Management's Innospec position peaked at $387K in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Innospec as of Q4 2016.

Based on McKinley Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.